Institutional Ownership Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE). We have compiled data on the 1,714 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,435
shares
|
$1.32 Million
0.3% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,426
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Reduced 55.98%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
6,409
shares
|
$1.31 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
6,405
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
6,385
shares
|
$1.31 Million
0.59% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
6,373
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,352
shares
|
$1.3 Million
0.08% of portfolio
|
Q4 2023
Added 16.74%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
6,351
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 21.85%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
6,335
shares
|
$1.3 Million
0.08% of portfolio
|
Q2 2025
Added 32.81%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,330
shares
|
$1.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
6,323
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
6,279
shares
|
$1.28 Million
0.36% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
6,276
shares
|
$1.28 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
6,272
shares
|
$1.28 Million
1.13% of portfolio
|
Q1 2025
Added 130.42%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
6,272
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
6,265
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,222
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
6,163
shares
|
$1.26 Million
0.54% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
6,142
shares
|
$1.26 Million
0.17% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Florin Court Capital LLP
|
Aug 06, 2025 Q2 2025 |
6,100
shares
|
$1.25 Million
1.27% of portfolio
|
Q2 2025
Reduced 88.6%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,087
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
6,061
shares
|
$1.24 Million
0.58% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
6,036
shares
|
$1.23 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
6,029
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
5,998
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 53.18%
|